Podcasts about environics

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Morgen Peck and Sam Chamovitz take the stage at FOCUS to share how they're uncovering hidden gems for intrinsic value investing.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

This week marks the five-year anniversary of Fidelity Long/Short Alternative Fund. Over that time, markets have thrown just about everything at investors: A global pandemic, and with it, its extreme volatility of 2020, the speculative surge of 2021, the rate-driven reset of 2022, political change here at home and in the U.S., and a fresh wave of momentum powered by A.I. enthusiasm. So let's rewind a bit, and look at how the fund has navigated those very different market environments. What has today's guest has learned along the way? And how has it helped frame his strategy to position for tomorrow? Joining this episode to unpack all this and more is Fidelity Long/Short Alternative Fund portfolio manager, David Way. Recorded on November 4, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2025, connecting our portfolio managers and experts with advisors. On today's episode, Dan Dupont takes the stage at FOCUS to talk about how he's finding opportunities amongst the current market volatility.  At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The tantrum in April was tough, but it has been a bountiful year, says today's guest. With an international trade policy that is proving to be less bad than expected for U.S. stocks, as well as the helpful tax and depreciation levers built into the One Big Beautiful Bill, the U.S. exceptionalism story rolls out news highs weekly. A continued expansion in spend for A.I. development provides a powerful platform for the A.I. trade in the year to come as well. Joining this episode to discuss what this may mean for investors and advisors alike is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on November 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

On October 16 and 17, Fidelity Investments Canada hosted FOCUS 2024 in Scottsdale, connecting our portfolio managers and experts with advisors. On today's podcast, Hugo Lavallée takes the stage at FOCUS to share how he's investing against the grain.   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Innovation is constant - it's the new normal. Disruptive companies are creating new opportunities across 5 key areas: automation, communications, finance, medicine, and technology. How are today's guests investing in global disruption across all areas of the market? And when it comes to their style and approach, what sets them apart? Joining this episode to discuss their strategies for capturing opportunities in today's era of innovation and disruption are Fidelity Disruptors Class portfolio managers, Michael Kim and Priyanshu Bakshi. Recorded on October 31, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

The Bank of Canada has lowered its key interest rate to 2.25 per cent. The quarter-point cut is the second consecutive rate cut by the central bank and comes amid the ongoing U.S. trade tensions. The Bank also released its Monetary Policy Report, warning that the trade conflict is "fundamentally reshaping" Canada's economy. Is the Bank optimistic or pessimistic on the economic future? Could future cuts be on the horizon? Joining today's episode to unpack what the latest Bank of Canada decision means for markets and the economy, is renowned economist Don Drummond. Don is a former Chief Economist at TD Financial Group, and current Stauffer-Dunning Fellow and Distinguished Visiting Scholar in the School of Policy Studies at Queens University. Recorded on October 30, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Last week we celebrated a milestone. Fidelity North American Equity Class officially turned 10! In the decade since its inception, the fund has navigated a few small moments you may remember - oil shocks, trade tensions, a global pandemic, and a rapid rate-hike cycle - all while staying true to its disciplined approach to investing across the continent. As today's guest looks back on the last 10 years, what lessons stand out? And how do those learnings shape his outlook for the decade ahead? Joining this episode to reflect on all this and more is North American Equity Class portfolio manager, Darren Lekkerkerker. Recorded on October 28, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Valuations may shape expectations, but they don't determine destiny. Today's guest challenges the idea that CAPE - the cyclically adjusted price-to-earnings ratio - can predict returns on its own. She notes that CAPE's predictive power weakens once you strip out crisis periods. And that it's not just where the markets start, but how they end that really moves the needle. Joining this episode to separate valuation myths from market reality is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on October 23, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

2025 has shown some fascinating correlations. Some that we would never have expected, like utilities' performance at the levels of the S&P 500, and strange bed fellows vying for runner up status in the bull market on a year to date basis. As the world this week prepares for more detail on a possible US-China trade deal, a Fed move, and trillions of dollars' worth of earnings to be announced, markets power forward. Can this power extend sustainably to the smaller cap, or equally weighted version of the US markets, or is this the year for those massive tech giants to steal the spotlight, again? How does the Global bull market share the gains through the end of this year? Joining today's episode for a tour through charts and graphs that paint the picture of the market, is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on October 27, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Gold has entered unchartered territory. The safe-haven metal has soared more than 60 per cent year-to-date, crossing $4300 an ounce for the first time last week. Meanwhile copper - often seen as a global economic bellwether - is grabbing investor attention amid U.S. dollar concerns, rising policy and M&A activity. What might this all mean for investors navigating the global energy sector? And as AI transforms Canada's energy landscape, how is today's guest positioned? Joining this episode to dig into what's driving the move in global natural resources, is portfolio manager Joe Overdevest. Recorded on October 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canadian active ETFs are having a moment, reshaping how investors think about diversification, growth, and what it means to stay ahead. And as we enter the last quarter of 2025, Canadian equities continue to capture strong inflows. What are the latest market trends shaping the next phase of ETF innovation? And why does today's guest say he prefers a factor-based approach to find the winners in the market? Joining this episode for a discussion on his ETF playbook, including a timely update on Fidelity All-in-One's, is ETF strategist, Vince Kraljevic. Recorded on October 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

After the U.S. government shutdown delayed a key economic indicator, September's CPI report is out. The latest U.S. inflation data came in softer than expected, building the case for more fed cuts. Following the report's release, equity markets rallied, and the U.S. 10-year note fell below 4%. With everything going on in the markets, today's guest highlights that there still are attractive yields in Fixed Income, and that it is an area of the you may not want to overlook. Where is Canada's place in all of this? How might it impact Canada's market environment? Joining this episode to unpack the fixed income landscape is fixed income portfolio manager, Sri Tella. Recorded on October 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Last week, Fidelity Canada launched the Fidelity Global Small-Mid Cap Equity Fund. This new product allows investors distinct opportunities across each market spectrum: mid-cap, small-cap, and micro-cap. Why might this be a great addition or compliment to a portfolio? And how does it work? Joining this episode is portfolio manager Shilpa Mehra - who is making her Fidelity Connects debut - to discuss the fund's genesis, objectives, and the team behind the fund. Recorded on October 7, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Is this a gilded age of gold and AI as twin investments? Markets last week saw a cooling of some animal spirits due to question marks surrounding U.S.-China trade talks and some U.S. regional banks. The endless but very important question remains about whether AI is in a bubble. That question is answered by today's guest with the comment, the markets look okay. Joining this episode to explore the parallels being drawn to past periods of accelerated growth is Fidelity Director of Global Macro, Jurrien Timmer. Recorded on October 20, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

Investors' shift to investing globally is only growing. It is growing, most notably at this point, in the Emerging Markets, and particularly in China. According to a recent Outlook report from Fidelity International in London, the story for equities across the world has proper momentum behind it. Though certain countries may be waxing and waning in terms of valuations, the push to invest outside of America chimes with calls that parts of the U.S. equity trade are getting bit long in the tooth. With a view from the European heights to address this moment, Fidelity Investment Director, Tom Stevenson joins this episode. Recorded on October 6, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

It's shaping up to be a standout year for the TSX. Canada's benchmark index topped 30,000 points for the first time yesterday and is up 20% year to date. Despite the upswing, today's guest is keeping his eye on the risks, and says that patience and diversification are the key to staying ahead. So which sectors are speaking to him today? And how is he protecting downside, while staying invested? Joining this episode to unpack all this and more, is Fidelity True North Fund portfolio manager, Maxime Lemieux. Recorded on October 1, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Markets can be unpredictable. This year, we've seen a shift in equity flows and market leadership - from a handful of dominant tech names to a broader range of sectors. And in times like these, investors and advisors alike are looking for tools that can help smooth out returns and diversify across market cycles. Fidelity Canada has introduced a new product, Fidelity Multi-Alt Equity Fund. A single, multi-strategy liquid alternative designed to offer diversification and flexibility through challenging markets. How do liquid alternatives fit into today's broader market landscape? And how might this strategy fit into a broader equity allocation? Breaking this all down for us are Fidelity Director of Alternatives, Rory Poole, and Alternatives Strategist, Brendan Sims. Recorded on October 14, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today's guest is here to unpack the market forces driving investor decisions so far through 2025 with a focus on how quantitative insights can help us navigate what's ahead. From tariffs and rate cuts to factor leadership and the influence of AI, he will explore how these themes are shaping both North American and International equity markets. He will also examine where investors are finding opportunities - whether in momentum, value, or high quality. Joining today's episode is Bobby Barnes - Fidelity Head of Quantitative Index Solutions - who will help us put these trends into context. Recorded on October 9, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

It's been a standout year for international markets. After years of a strong US dollar, we've seen a meaningful shift - and global equities have responded. Today's guest says regions within Europe and Asia continue to offer attractive opportunities. So where exactly are those opportunities? And how does his experience managing both large and small mandates create a unique advantage of understanding the full market “food chain”? Joining today's episode to unpack all this and more is International Growth Fund portfolio manager, Jed Weiss. Recorded on October 8, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

For the first time in over three years, median earnings growth in the US has turned positive. And today's guest says it's finally looking like recovery just got a lot more durable. But are changes to tax policy hindering that path? And which sectors could be are poised for upside against this backdrop? Joining this episode to dissect her latest sector thesis is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on October 7, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today's guest reminds us that the version of AI we use today is the worst version of it. Rapid innovation in AI means the next iteration could be issued in just a few weeks' time - and could be a vast improvement on today's capabilities. The regulatory frameworks are also still to come. And how does an enterprise trust an AI provider with its valuable data? Joining this episode is the person who can weave context around all of these questions for investors: Ben Holton, Fidelity Research Analyst and Portfolio Manager. Recorded on October 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Interest rates are falling, tariffs are evolving, and the AI market continues to hold steam. On this episode, we're breaking down how those shifts are playing out in portfolios, supply chains, and across the consumer landscape - particularly in smaller names. And how does the breadth of Fidelity's research help connect the dots across all of it? Joining the show today to discuss is Director of Research and portfolio manager Steve MacMillan, and equity research associates Connor MacGrath and Christian Ghezzi. Recorded on October 2, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada continues to be an interesting story. In the face of mixed signals - tariffs, fiscal stimulus, and policy shifts - markets are navigating a constant push and pull. And the tension is showing up in sector performance: resources have been standouts, banks are holding steady, and cyclicals have been outperforming more defensive names. So, why Canada now? And what is today's guest hearing from our country's top CEOs that might help us guide our way through the next quarter? Joining today's episode is portfolio manager Reetu Kumra, for a look at the key drivers moving the TSX, and what it may mean for you. Reetu manages several Fidelity funds including Fidelity Long/Short Alternative. Recorded on September 30, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We continue to power through bull market conditions, both on a secular and cyclical basis. A global well-spring of investment opportunities continues to broaden for investors, and technicals remain strong, for now. How will the upcoming earnings season impact the cyclical story? Will tariffs start to bite in a more meaningful way, or will policy changes stemming from the One Big Beautiful Bill kick in just in time? With the Cap-ex cycle for AI in relentless mode, today's guest says there is a lot to like about the current state of affairs for equity investors. Joining this episode to take us through the charts that spell out a continuing bull thesis, while exposing some of the cautionary elements in the marketplace, is Fidelity Director of Global Macro Jurrien Timmer. Recorded on September 29, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Earlier this month the Federal Reserve cut interest rates for the first time this year. But did the Fed cut because conditions allowed - simply pulling back on policy that was too restrictive - or out of necessity, reacting to a weaker economy? And how can you spot difference while it's unfolding? Today's guest says profits may hold the answer - a leading indicator that can help cut through the noise. Joining today's episode to discuss all this and more, including her top and bottom three sectors, is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 26, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

It's autumn. The leaves are changing to brilliant colours, outdoor BBQs are getting wrapped up for the winter, and for those lucky enough to own a family cottage, the pipes will need winterizing and the windows are boarded up. In the land of real-asset investing, where does cottage ownership fit? Is it an investment, or a cost, season after season? And how to divide such assets between children when a parent dies, or when parents would like to sell out of their interest? There are several tax efficient manners in which to attempt such a thing, and there are also a host of tax inefficient ways pass on the family heirloom. Joining today's episode to get to the tax structures that really matter when attempting to change the deed on a family cottage is Director of Tax and Retirement Research, Jacqueline Power. Recorded on September 24, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Federal Reserve's latest rate cut has pushed treasury yields higher. Despite a lower policy rate, the U.S. 10 and 30-year yield jumped 10 basis points following the announcement. If rates continue to lower, how might this further impact fixed income? And what might be a good addition to your portfolio amidst the current market environment? Joining today's episode is Scott Mensi, Institutional Portfolio Manager, for a discussion on all this and more, including how Fidelity's Tactical High Income Fund is currently positioned. Recorded on September 23, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

As the trade channels of a new, multipolar world begin to form, the investment thesis that could stick is a global bull market. Is the current bull market a cyclical one within a much more secular story? Do the charts show us a new, sustainable leg up, with the Fed now in easing mode? And what are investors to do with inflation? Joining today's episode to help guide your decisions in this new era of Federal Reserve policy, layered on top of a relentless A.I. build out is Fidelity's Head of Global Macro, Jurrien Timmer. Recorded on September 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The healthcare sector is facing challenges under the U.S. administration's drug pricing reform, and tariffs continue to add uncertainty. The end-of-month deadline is approaching for drugmakers to respond with binding commitments in matching U.S. drug prices to overseas levels. How are equities in healthcare reacting? And what are the implications for pharma? On a positive note, med tech seems to be performing well. What opportunities lie there? Joining this episode from the UK to unpack the evolving landscape of the healthcare sector, tariffs, and investment opportunities is Portfolio Manager Alex Gold. Alex manages the Fidelity Global Health Care Fund. Recorded on September 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Interest in ETF investing remains strong across Canada. In fact, Fidelity's All-in-One ETF line-up recently crossed a significant milestone: $10 Billion in Assets Under Management since inception. So, what's driving the popularity of ETFs, and more specifically, Fidelity's All-in-One ETFs? Which factors may perform well in today's market environment? Joining today's episode is Étienne Joncas-Bouchard, Director, ETF and Alternatives Strategy. Recorded on September 17, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Today's topic is one that affects many Canadians and equally many of your clients – life after retirement. What exactly is shaping the retiree experience? And how can you better support your clients as they approach this significant chapter in their lives? Joining today's episode is one of the original members of Fidelity Canada's retirement and research team, Peter Drake. Peter is the former Vice President, Retirement and Economic Research at Fidelity. From the depths of the global financial crisis to the start of the bull run on U.S. equities, he travelled coast to coast speaking to many of you and your clients. Peter has more than 50 years of experience as an economist, including working with the economics department of the TD Bank Financial Group, spending 11 years as a Vice President of the Bank and Deputy Chief Economist. It's been 10 years since Peter retired from Fidelity in 2015, and he's come back for a special sit-down interview to share his personal reflections and professional perspectives on life after work. Recorded on September 16, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

The Bank of Canada and the Federal Reserve have slashed their benchmark rates by a quarter point. It's the Fed's first cut of 2025 and the Bank of Canada's second - a synchronized move that sent North American equities higher at the open. Canadian yields have historically followed U.S. treasuries, but our next guest wonders - is that relationship beginning to shift? Joining today's episode to unpack what the latest rate cuts could mean for tariffs, mortgage rates, and more, is fixed income Portfolio Manager Lee Ormiston. Recorded on September 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

2025 has been a transformational year. From trade to geopolitics and to monetary policy, seismic shifts are occurring underneath investors at a breakneck speed. One of these shifts is around crypto, with Washington legitimizing this asset class and technology. How is this new friendly policy crypto movement going to impact the future of investing? To tackle this big question, the tokenization of money and what short, medium and long term impacts investors could expect, we're joined by equity research analyst Nicholas Everett. Nicholas is at the forefront of financial innovation, covering the U.S. FinTech and financial services sectors.   Recorded on September 12, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We're just hours away from rate decision day, with both the Fed and the Bank of Canada holding press conferences today. Last week's inflation and employment reports suggest a green light for rate cuts across the board. But questions surrounding how current political sentiment is shaping long-term Fed independence still remain. How might the markets react if rate cuts do resume? And looking further down the line, will a change in Fed personnel result in a shift in how monetary policy is fundamentally conducted? Joining today's episode to discuss how these key economic and market factors are contributing to asset allocation decision making is Portfolio Manager and member of Fidelity's Global asset allocation group, David Wolf. Recorded on September 15, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We are now less than a week away from next week's highly anticipated Fed meeting. And with many expecting the Fed to cut rates, curiosity surrounding the size of the cut persists. Joining today's episode to discuss what a US rate cut could mean for the markets, and which sectors are top of mind is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on September 11, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.  

After what seems like forever, Parliament resumes in Ottawa next week with no shortage of legislative issues on the agenda. Tariffs, housing, U.S. relations, China, energy, and even a budget. These are only some of the topics that may be tackled in the House this session. And all this following an unprecedented election campaign won by Mark Carney just a few weeks after winning the Liberal Party nomination. So, what can investors and advisors expect from the Fall session? What can they expect from Prime Minister Carney himself? Joining today's show is Andrew Bevan, National Campaign Co-Director for Prime Minister Mark Carney and CEO at Catalyze4. Recorded on September 10, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With major markets charting different paths to recovery, how might investors assess what many are calling a “K-shaped economy”? Connor Gordon & Chris Maludzinski, Co-managers of Fidelity Global Small Cap Opportunities Fund, join us in studio to share an update on how these diverging market conditions are impacting their investing thesis and how the interest rate environment is affecting their portfolio. They also highlight where they are finding mis-pricing opportunities both in North America and across the globe. Recorded on September 9, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

While the equity bull market remains narrow, with tech leaders directionally powering indices higher, does the rest of the market make sense today? And where in this market do newer assets, or newer asset allocations, take their place in the leaderboard? Where do gold, bitcoin, and bonds of all stripes rank? Does their current placement hold for the months and years ahead, as we settle into a space of fiscal dominance? Today's guest says that the earnings, buybacks and margins stories are indeed underwriting stock strength, despite a chaotic macro-economic picture. Though, there are signs this secular bull market is a maturing one. Joining this episode to share with you his latest research and thoughts is Fidelity's Director of Global Macro, Jurrien Timmer. Recorded on September 8, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada is facing economic challenges, and U.S. tariff stories continue to develop. How do trade tariffs impact the automotive industry in terms of consumer demand, pricing, and the supply chain?Consumer spending has been weak, but can the increase of defence and government spending be supportive for our economy? How does government spending such as infrastructure investment impact sectors like transportation and housing? Joining this episode to unpack cycles of government spending, and discuss how the auto industry and industrials are being reshaped under the impact of U.S. tariffs, is Equity Research Analyst Robert Reynolds. Recorded on September 5, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

A potential Supreme Court ruling on the Fed's independence is making headlines - and could reshape how monetary policy is managed in the US. As questions swirl around the Fed's role and the broader policy landscape, we turn our attention to how investors are responding. Today, we begin with a look at industry flows: from ETFs to mutual funds and portfolio positioning as we head into Fall and the final stretch of the year. We'll also explore international markets, all in one solutions, and whether today's environment echoes the 1980s - a time of surging IPOs and housing activity. Joining today's episode to unpack it all is Andrew Clee, Vice President of Product and Managed Accounts. Recorded on September 2, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Resilience in the face of a once-in-a-century tariff shock has been a defining theme in the markets this year. While company earnings worldwide have held steady, the key questions for investors are: What's next this fall and into 2026? How will tariffs affect companies going forward? How will they impact different countries, companies, and asset classes? This episode will take a closer look at how the tailwind of artificial intelligence is being balanced against these headwinds - and where opportunities may lie for you. Joining today's episode for a conversation on the state of the markets is Andrew Marchese, Fidelity Portfolio Manager and Chief Investment Officer. Andrew leads a high-performing team of over 100 investment professionals, including portfolio managers, research analysts, traders and more that manage over $100 billion in assets. Recorded on September 3, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Investors are watching the Fed's next move very closely. With a softening labor market on one side, and persistent inflation on the other, a big question for the markets is how the largest central bank in the world is “duelling” with its “dual” mandate. To unpack the direction of travel for monetary policy, what it all means for the fixed income landscape, where there are opportunities, and how Fidelity is actively managing its bond strategies for unit-holders, Fidelity Institutional Portfolio Manager Christine Thorpe is joining today's episode to offer her perspectives and outlook. Recorded on August 27, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With markets now expecting a fed cut in September, many investors are wondering how they might need to "adjust" their portfolios. With this possible new stance from the Fed towards lower rates, the back to office push, and the infrastructure build to support the economy of the future, like data centres, what role can real estate play in your diversified portfolio in this environment and over the long term? And how are tariffs impacting supply chains of builders and major players in the global real estate sector? To unpack the fed cut story and how this might impact various sub sectors, and to give you insights on a topic that almost every Canadian likes to talk about, Portfolio Manager Steve Buller joins today's episode. Steve manages the Fidelity Global Real Estate Fund. Recorded on August 26, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Three weeks from now, September 17th, is a very ‘live' Fed decision day. At the Jackson Hole Symposium last week, U.S. Federal Reserve Chair, Jay Powell, opened the door wide to a rate cut at that meeting. However, a marked - and somewhat expected - shift in tone to the Labour side of the Fed's dual mandate was present. The word “curious” was used to describe labour market traits at this time. Discussion of a cut in September lit equity markets on fire through Friday's trade. But what do moves in the long bond space tell us? Today's guest says that with all the moving pieces in today's marketplace, the best strategy might be to stick with what you have deployed and not make any sudden moves. Joining today's episode to help put the macro themes - including massive earnings releases later this week - into perspective for you is Fidelity's Director of ETFs, Andrei Bruno. Recorded on August 25, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

With tariffs, commodity markets, and earnings season surprises making headlines, it seems everything is boiling down to one big question: Is this the beginning of a new era in global trade? And if so, what might global trade 2.0 mean for advisors and investors? Joining today's show to unpack the research and help answer these questions and more is Fidelity Director of Quantitative Market Strategy, Denise Chisholm. Recorded on August 22, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

We're in the early innings of the tariff impact unfolding. As markets continue to shift, investors are re-evaluating their exposure across geographies, sectors, and asset classes. On this episode, we'll explore how investors are navigating volatility - and how a lifecycle strategy can help keep clients stay on track toward their retirement goals. We'll also unpack inflation, tariffs, and currency positioning, and what they mean for retirement-focused portfolios like the Fidelity ClearPath Target Date funds. Joining today's episode to share those insights is Jon Knowles, Institutional Portfolio Manager on Fidelity's Global Asset Allocation team. Recorded on August 21, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Canada's ETF industry continues to evolve, and over the past month, we've seen strong interest in international trade and equities, highlighting a growing appetite for global diversification. In particular, there's been a notable rise in active ETFs, with investors increasingly drawn to their flexibility and potential for outperformance. Recent market activity, including a rally in U.S. equities, has sparked conversations around concentration risk and portfolio construction. Joining today's episode to unpack what's driving ETF flows, how Fidelity is adapting, and what investors should be watching in the months ahead, is Étienne Joncas-Bouchard, Fidelity's Director of ETF and Alternative Strategy. Recorded on August 20, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

This week, all eyes are on the Jackson Hole Symposium, where investors are waiting for Fed Chair Jerome Powell's take on the direction of the economy. With interest rate decisions, employment trends, and questions around U.S. exceptionalism shaping today's market conditions, how is Fidelity's Global Asset Allocation team positioning portfolios for the second half of 2025? Joining today's episode to share his insights is Fidelity Institutional Portfolio Manager, and member of the Global Asset Allocation team, Ilan Kolet. Recorded on August 19, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.

Ukrainian President Volodymyr Zelensky and several European leaders are in Washington for ongoing discussions, and attention is turning to the Federal Reserve ahead of the Jackson Hole Economic Policy Symposium taking place later this week from August 21st to 23rd. In the markets, Chinese equities are climbing - Shanghai-listed stocks just reached a ten-year high. Treasury yields are drifting lower, S&P 500 futures are steady, and Bitcoin has broken through a new level. Joining today's episode to unpack these developments, and what they mean for you, is Fidelity's Director of Global Macro, Jurrien Timmer. Recorded on August 18, 2025. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.